13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001104659-23-115963
Total Value
$1.02B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Comfort Systems USA Inc. | 199908104 | 385,241 | $65.6M | 6.41% |
| 2 | OSI Systems Inc. | OSIS | 369,200 | $43.6M | 4.25% |
| 3 | ICF International Inc. | 44925C103 | 336,005 | $40.6M | 3.96% |
| 4 | Federal Signal Corp. | FSS | 629,846 | $37.6M | 3.67% |
| 5 | CBIZ Inc. | CBZ | 721,155 | $37.4M | 3.65% |
| 6 | Veeco Instruments Inc. | 922417100 | 1,329,635 | $37.4M | 3.65% |
| 7 | WNS Holdings LTD. | 92932M101 | 522,332 | $35.8M | 3.49% |
| 8 | Fabrinet | FN | 214,114 | $35.7M | 3.48% |
| 9 | Alamo Group Inc. | ALG | 200,411 | $34.6M | 3.38% |
| 10 | Tetra Tech Inc. | TTEK | 226,158 | $34.4M | 3.36% |
| 11 | Dycom Industries Inc. | 267475101 | 368,545 | $32.8M | 3.20% |
| 12 | Exlservice Holdings Inc. | EXLS | 1,133,725 | $31.8M | 3.10% |
| 13 | AMN Healthcare Services Inc. | 001744101 | 363,203 | $30.9M | 3.02% |
| 14 | Crane NXT Co. | CXT | 531,445 | $29.5M | 2.88% |
| 15 | Interdigital Inc. | IDCC | 367,150 | $29.5M | 2.88% |
| 16 | Inmode LTD. | INMD | 957,305 | $29.2M | 2.85% |
| 17 | Visteon Corp. | VC | 198,980 | $27.5M | 2.68% |
| 18 | Steven Madden LTD. | 556269108 | 829,007 | $26.3M | 2.57% |
| 19 | Atlantica Sustainable Infrastructure | ALDA | 1,324,276 | $25.3M | 2.47% |
| 20 | Skyline Champion Corp. | SKY | 392,635 | $25.0M | 2.44% |
| 21 | NV5 Global Inc. | 62945V109 | 255,266 | $24.6M | 2.40% |
| 22 | Century Communities Inc. | 156504300 | 330,541 | $22.1M | 2.16% |
| 23 | MYR Group Inc. | MYRG | 157,077 | $21.2M | 2.07% |
| 24 | McGrath RentCorp | MGRC | 196,745 | $19.7M | 1.93% |
| 25 | Harmony Biosciences Holdings Inc. | HRMY | 595,490 | $19.5M | 1.91% |
| 26 | Celestica Inc. | CLS | 786,580 | $19.3M | 1.88% |
| 27 | Columbus McKinnon Corp. | CMCO | 511,334 | $17.9M | 1.74% |
| 28 | Meritage Homes Corp. | MTH | 142,730 | $17.5M | 1.71% |
| 29 | Fox Factory Holding Corp. | FOXF | 157,260 | $15.6M | 1.52% |
| 30 | Cavco Industries Inc. | 149568107 | 56,580 | $15.0M | 1.47% |
| 31 | Lakeland Financial Corp. | 511656100 | 301,632 | $14.3M | 1.40% |
| 32 | NextEra Energy Partners LP | NEE-PW | 481,640 | $14.3M | 1.40% |
| 33 | Tecnoglass Inc. | TGLS | 420,310 | $13.9M | 1.35% |
| 34 | FormFactor Inc. | FORM | 394,975 | $13.8M | 1.35% |
| 35 | YETI Holdings Inc. | YETI | 283,190 | $13.7M | 1.33% |
| 36 | Oxford Industries Inc. | 691497309 | 133,920 | $12.9M | 1.26% |
| 37 | Korn Ferry | KFY | 250,205 | $11.9M | 1.16% |
| 38 | Axcelis Technologies Inc. | ACLS | 71,585 | $11.7M | 1.14% |
| 39 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 527,231 | $11.2M | 1.09% |
| 40 | Pacira Biosciences Inc. | PCRX | 265,620 | $8.1M | 0.80% |
| 41 | Heritage-Crystal Clean Inc. | 42726M106 | 170,485 | $7.7M | 0.75% |
| 42 | Clearfield Inc. | CLFD | 254,140 | $7.3M | 0.71% |
| 43 | iShares Russell 2000 ETF | 464287655 | 4,440 | $784,726 | 0.08% |